Portfolio Review – October 2023

Published on: October 30, 2023

If you have recently received a letter from your Three Counties Financial Adviser regarding a recommended change to the asset allocation of our model portfolios to reflect the changing investment landscape, you will find below the associated documents we advise you read before you proceed with our recommendation.

Once you have read these documents and are happy with their content, we would ask you to return the Statement of Consent included with your letter to your Financial Adviser. Should you have any questions or wish to discuss this further please don’t hesitate to get in touch.

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